See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,629 | $138,065-9.7% | $123,544+0.9% | $135,375-7.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.75% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,765 | $5,151-65.7% | $4,628-61.9% | $4,779-63.1% |
| Participant deferral / active EE | $3,869 | $6,799-43.1% | $6,426-39.8% | $5,609-31.0% |
| Admin fee / account holder | $4,269 | $10,916-60.9% | $9,284-54.0% | $10,827-60.6% |